Regal Investment Advisors, operating under the name LionShare, provides portfolio management, trading, and sub-advisory services primarily through a network of independent financial advisors and unaffiliated registered investment advisors. Regal Investment Advisors manages model portfolios and proprietary investment strategies, including mutual funds, exchange-traded funds, equities, and fixed income portfolios. Regal Investment Advisors does not have direct contact with end-clients in sub-advisory arrangements; instead, the client's primary advisor maintains the direct advisory relationship, determines client suitability, and selects the appropriate investment strategies. Regal Investment Advisors manages assets on both a discretionary and non-discretionary basis. In addition to sub-advisory services, Regal Investment Advisors is part of a broader financial services enterprise that includes an affiliated broker-dealer and insurance businesses.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees typically range from 0.30% to 1.00% per annum depending on account value and strategy composition. Fees and payment arrangements are negotiable on a case-by-case basis.